For financial professionals in Ireland

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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The taper is (almost) here: what it means for bond investors
Quick Views Interest rates

The taper is (almost) here: what it means for bond investors

The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

ESG and Women – product design matters

ESG and Women – product design matters

Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?

Natural resources: paving the way towards net zero

Natural resources: paving the way towards net zero

Natural resources play a key role in combatting climate change, with exciting opportunities for investors.

Global earnings momentum fading before Evergrande
Global Perspectives

Global earnings momentum fading before Evergrande

The Evergrande crisis could add to cyclical headwinds but a global industrial / earnings slowdown was already under way, argues Simon Ward, Economic Adviser.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

While near-term risks exist, the trajectory of emerging markets remains on stable footing

Is UK money growth normalising?
Global Perspectives

Is UK money growth normalising?

The Bank of England bears significant responsibility for the current inflation upsurge but a sharp policy reversal could compound the error, argues Simon Ward, Economic Adviser.

No recovery in global money growth in August
Global Perspectives

No recovery in global money growth in August

Monetary trends have yet to signal an end to the current economic slowdown phase, argues Simon Ward, Economic Adviser.

Drug-pricing reform an uphill battle

Drug-pricing reform an uphill battle

Why the push for government-negotiated drug prices could prove to be a Sisyphean task.

In the transition to zero carbon, the resources sector is a natural fit

In the transition to zero carbon, the resources sector is a natural fit

Natural resources companies will play a key role in the transition to a low-carbon economy.

Decarbonisation: how can investors lead the charge to reaching net zero by 2050?

Decarbonisation: how can investors lead the charge to reaching net zero by 2050?

From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.

Progressing toward a sustainable global economy

Progressing toward a sustainable global economy

Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.